Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth
Expense Ratio: 1.16
Risk: Very High
Solution Oriented Scheme - Retirement Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 19-02-2019
Exit Load: Nil
Fund Size:₹433.16 Cr
Performance
1Y
Fund9.31%
Cat. Avg.-0.80%
2Y
Fund6.13%
Cat. Avg.1.30%
3Y
Fund15.46%
Cat. Avg.9.20%
5Y
Fund11.24%
Cat. Avg.8.19%
10Y
FundN/A
Cat. Avg.10.18%
SI
Fund12.61%
Cat. Avg.10.72%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aditya Infotech Ltd | 18.37 | 3.96% |
| 2 | ICICI Bank Limited | 17.62 | 3.80% |
| 3 | Kirloskar Oil Eng Ltd | 13.28 | 2.87% |
| 4 | Clearing Corporation of India Limited | 12.95 | 2.79% |
| 5 | Ather Energy Ltd | 11.98 | 2.58% |
| 6 | SJS Enterprises Pvt Limited | 11.56 | 2.49% |
| 7 | Shilpa Medicare Ltd | 11.13 | 2.40% |
| 8 | HDFC Bank Limited | 10.48 | 2.26% |
| 9 | GMR Airport Ltd | 10.26 | 2.21% |
| 10 | Trent Limited | 9.48 | 2.04% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63157 | +5.3% | +11.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.34 L. | +11.8% | +11.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.13 L. | +18.5% | +11.8% |
| 5Y | 08 Nov, 21 | 3 L. | 4.24 L. | +41.2% | +14.1% |
| SI | 08 Apr, 19 | 4.55 L. | 7.77 L. | +70.8% | +14.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.09 L. | +9.3% | +9.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.13 L. | +12.6% | +6.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.54 L. | +53.9% | +15.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.70 L. | +70.4% | +11.3% |
| SI | 12 Mar, 19 | 1 L. | 2.47 L. | +146.7% | +12.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.